Rise Advisors, LLC

EST. AUM
$441,162,450

CONTACTS

CLIENT ACCOUNTS
1,354

Firm Details

Metro area Rochester
CRD Number 309760
Website riseadvisorsgroup.com
Client types

Overview

Rise Advisors, LLC (operating widely as Rise Advisors Group) is an independent, SEC-registered investment adviser (RIA) headquartered in Rochester, New York, established in 2020 by Founding Partners Mark Jones, CFP® and Zach Harrington. Operating under a 100% fiduciary mandate of care, the boutique wealth management practice provides personalized asset tracking, multi-scenario lifestyle forecasting, pension consulting, and generational wealth mapping tailored to individual retail clients, high-net-worth families, small business owners, and local charitable organizations. The firm separates itself from traditional sales-driven wirehouses by utilizing a disciplined "Core-Satellite" investment approach. This strategy pairs low-cost, broadly diversified index vehicles to anchor long-term structural stability and tax efficiency with targeted actively managed satellite funds designed to capture market outperformance. Rise Advisors rejects short-term speculative trends, focusing entirely on transparency, objective fee-only advisory alignment, and proactive capital preservation to build enduring financial peace of mind.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Rise Advisors, LLC

Platform Details

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